The Problem/Challenge:
Acting on the success of the improved Grants Acquisition system, YWCA looked to improve their Grants Expense tracking. Tracking grant expenses manually via spreadsheets was time-consuming and error-prone for YWCA-AL, making it difficult for program and grant managers to know how much funding remained available.
The Techbridge Solution:
Techbridge integrated Salesforce’s NPSP to connect grant and program teams into a single expense tracking system. This system includes an approval process for expenses above a specified threshold and provides a unified dashboard for real-time reporting.
The Impact/Outcome:
- Grant expense reporting is now accurate and streamlined.
- The unified system has improved collaboration and accountability across teams.
- Clear cash-flow projections and better tracking against general ledger codes have enhanced financial oversight.